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Adviser Growth Community

114 members • $29/month

5 contributions to Adviser Growth Community
Building relationships with accountants - not easy
Adviser post: I have approached lots of accountants in my area with a view of working with them - ultimately them sending clients in my direction when they have individuals trying to reduce their tax laibility (i.e. me opening / facilitating pension contributions). I have met with lots of accountants in my area and even offered to pay 12% of the initial fee to them for referring work to me as well as trying to refer clients to them as well where I can (although very few of my clients require the services of an accountant). So far, my efforts have beared no fruit at all. It almost feels like the accountants aren't bothered! Surely it would be good advice (from the accountant to their client) to consider pension contributions? So why don't they ever do it (especially if I pay the accountant for it!). I'd welcome your thoughts - thank you.
2 likes • Feb '24
They might already have relationships with financial advisors
Six shocking statistics from a ten-year study about how you’re spending your time
Life planning is crucial... Mel Robbins is one of the top motivational speakers in the world and consistently in the top ten female speakers. I've been following her content for many years, but very recently she published one of her very best podcasts. Whilst there's not much in this that we don't already know, it's seeing it in graphical form and hearing her take on it that really strikes home. Well worth 48 minutes of your time, and I think highly relevant to financial planners' interactions with clients. Podcast link
Six shocking statistics from a ten-year study about how you’re spending your time
0 likes • Feb '24
Do you high five yourself in a morning?
Generating leads from scratch
(Member post) If from today, you could not generate inbound leads from either client referrals or professional connections, how would you generate new enquiries? For those advisers that have healthy client banks whether self-built or acquired from their previous advice firm or the bank that they were employed by, imagine that you were starting out again. I ask because I am aware of many younger advisers starting out that do not have the luxury of a start client bank and cannot survive on client referrals or professional connections at the start of building their practice. What would you do to build it?
1 like • Jan '24
Direct mailing? Sending out your paper newsletter locally?
Welcome to the Adviser Growth Community! (Start Here )
Hi, I'm Phil and welcome to Adviser Growth! 🔥 We're an exciting, positive, friendly and thriving community of financial advice and financial planning professionals who are here to network, share best practice, get answers to questions, exchange ideas, and to provide help and support to one another. And yes - to have fun! 🥳 You should read our group standards here. ===> Your First Step: Introduce yourself and maybe even share a photo of your workspace. You'll earn points for adding great content and for interacting with other members, and over time this will unlock bonus content for you. Feel free to ✄ copy/paste this template 👇 Where are you from? What sort of clients do you enjoy working with? What do you hope to get from this group? ===> One more thing: If you haven't already found it, you can access the Skool app in the two main stores below. The best experience is on desktop or laptop, and like most apps, different users have different experiences. I'm on Android and haven't had any issues at all - in fact the app is pretty good. If you do have any problems, please drop me a line and I'll pass it on: https://apps.apple.com/us/app/skool-communities/id6447270545 https://play.google.com/store/apps/details?id=com.skool.skoolcommunities&hl=en&gl=US&pli=1 Let's get started!
2 likes • Jan '24
Hiya I’m Anna the accountant that owns an IFA firm! Based just outside Nottingham Due to my ‘real job’ as an accountant my specialism is business owners but the firm does work with a large spectrum of clients I hope to learn more about how the IFA market differs from the accountancy market and where my skills lack - not in terms of technical more marketing and business building In my spare time I like running and golf - managed to get down to single figures last year but then crept back up to 12 🙈
1 like • Jan '24
@Philip Calvert life talk golf day?
Side hustles
I met an IFA this morning who also runs a firework display firm. "It's something I've always had an interest in." he said. And today was in fact the second time I've met an IFA who has a firework display business. I also know an IFA in the Midlands who runs a Cattery. A few years ago I knew another IFA who also turned out to be an arms dealer, but that's another story... If you feel comfortable sharing, what is your 'side hustle'?
1 like • Jan '24
Accountant 🤪
1-5 of 5
Anna Brocklehurst
2
13points to level up
@anna-brocklehurst-2714
Chartered accountant and chartered tax advisor but deffo not a typical accountant! Passionate about learning and sharing my knowledge with others

Active 332d ago
Joined Jan 30, 2024
Loughborough
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